Give and Take

Two Men Having a Difficult Legacy Conversation
The Ask
Viken Mikaelian

Initiating the Legacy Conversation

My Dad never wanted to talk about creating a will. “Don’t worry,” he’d say, “It’s not like I’m going to die tomorrow.” Then he’d change the subject—usually to the tomatoes he was growing—because he found talking about planning his estate too uncomfortable. Guess what? My Dad died without ever making that estate plan.

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Tax Law Secure Act 2.0
Estate Planning
Russell Willis III, J.D., LL.M.

Secure Act 2.0: Legacy IRA (Lite)

It has taken nearly twenty years of persistent lobbying by a handful of key players in the nonprofit sector, and in the end they had to accept some steep compromises, but as of January 1st, if you are age 70-1/2 or older, you can make a direct “rollover” from your traditional IRA into a charitable remainder trust or a gift annuity contract.

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Roll of Dice All 6
Planned Giving Marketing
Johhne Syverson

A Triple Impact for the CGA in 2023

Do you know what CGA’s are? Is your non profit offering them? The donor benefits are even more attractive than before, so if your nonprofit is not currently offering CGAs, now is the time to start!

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Relevance and Influence
Marketing Planned Giving
Tim Siebert

Ways for Your Nonprofit to Remain Relevant

In this fast-paced ever-changing world, the nonprofit landscape can ebb and flow on a year-to-year basis. So how does your nonprofit remain relevant while navigating the internal and external opportunities and pressures that impact the organization?

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Planning your will online
Estate Planning
Viken Mikaelian

Online Will Planning: the Good, the Bad, and the Ugly

Over the past few years there has been a proliferation of online will planners, spurred on in large part by the number of people who adopted a no-contact, do-it-yourself approach to everything they could during the pandemic. Some are embracing the wave, some are despising it. Join our webinar to find out more.

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Boost your fundraising strategy
Planned Giving Marketing
Patrick O'Donnell

10 Ways to Boost Your Nonprofit Fundraising Strategy

There are thousands of fundraising tactics out there—hundreds of ways to find donor, to communicate with them, and to ask them for money. There are some things that every nonprofit can be doing to raise more money and boost their development program. Here are ten ways to boost your nonprofit fundraising strategy.

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writing a thank you letter
Major Gifts
Joe Garecht

How to Write an Amazing Major Donor Thank You Letter

Great donor stewardship is essential for your non-profit. The stewardship process starts with the thank you letter. If your supporters don’t feel properly thanked, it is highly unlikely that they will continue to give. In this article, we’re going to show you how to write an amazing major donor thank you letter for your non-profit organization.

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cat got your tongue
Effective fundraising
Viken Mikaelian

Cat Got Your Tongue? Learn How to Start the Planned Giving Conversation

Even seasoned fundraisers sometimes have trouble initiating a conversation. However when you possess the ability to have an effective, engaging conversation, your prospects suddenly turn into donors; your donors turn into repeat donors; planned gifts increase, along with major and annual gifts; and your reputation grows (along with your career).

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365 Opportunities Year End Giving
Year-End Giving
Viken Mikaelian

Are You Ready for Year-End Giving?

The year-end giving season is coming fast, and there’s a lot to get done if you’re a fundraiser. After all, at least half of all nonprofits receive the majority of their annual donations during the holiday season. And according to studies by Network for Good, 12% of all giving happens in the last three days of the year! Use these tips to learn how to build a great year-end fundraising strategy for your non-profit.

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